Advisor profile


My approach

My goal is to help you feel more confident in the financial decisions you make and provide targeted advice to help you accumulate, then utilize, your assets to meet your goals and reduce your stress.

What is the purpose of your life: To provide for yourself and/or your family? Caregiving? Providing the funding for your children's or grandchildren's education?

What are your personal goals: To protect what you have? To feel more confident about your retirement? To enjoy hobbies and leisure? Not to be a burden on others? Or, just to have more time to focus on what's important to you?

You may be able to get close to where you want to be by "winging it." I believe that in order to feel more confident in your financial future you need to eliminate as much of the stress and uncertainty as possible. Working together, I will help you identify and prioritize your goals, develop a written financial plan, and then help you implement your unique plan of action. Over time, I will work with you to make adjustments to your plan as your purpose and goals change.

Please don't hesitate to reach out to me to see if we would work well together. I look forward to hearing from you,

Kevin

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning
  • Investments
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7
  • Series 66
  • Life, Accident, & Health

Education

  • B.S. Economics, University of Delaware, Newark, DE

Interests

Spending time with my wife, two children, extended family, and friends.

Surf fishing, University of Delaware football games, jiu-jitsu, cooking, and traveling.

Community participation

Trustee:

- Ulster Project Delaware (UPD)

http://ulsterprojectdelaware.org/

Volunteer:

- Ulster Project Delaware (UPD)

- Carrcroft Elementary School

- Brandywine Little League

- Concord Soccer Coach